1826 North Loop 1604 W
San Antonio, TX 78248
Working out of San Antonio, Matt works to support business development initiatives and manage relationships for High Net Worth and Ultra High Net Worth individuals and families. Though a majority of his time is spent on the Investment Advisory side of the practice, Matt's background also lets him contribute to relationships requiring more than just investment planning, such as estate planning, tax and financial planning, business succession planning and retirement planning. Matt joined Southern Wealth Management at inception upon the transition from Ernst & Young, where his skills in Financial Planning were honed in the firm's Personal Financial Consulting Group. Prior to that, he worked as an investment representative with Edward Jones, managing individual client portfolios and developing risk-adjusted strategies for investors. Matt also experienced the corporate side of risk management with American Express, where he worked in the International Risk Management group, with responsibilities in detailed financial modeling, risk assessment, and budgeting. Matt earned a BBA in Finance from the University of Notre Dame. He is a CERTIFIED FINANCIAL PLANNERTM professional, and earned the Certified Investment Management Analyst (CIMA®) designation in 2011.